The Marston Group Family Office is an intersection where all of our experience, training, and expertise, along with deep knowledge and background of our client families, are brought together to focus on a family’s business and investment strategies. But perhaps more importantly, our Family Office focuses on the family’s goals, dreams, visions, and legacy.

Our unique approach is customized to the needs of each family and family-related business to provide structure and a vehicle for educating, informing, advising, and equipping the members to implement their desired plans.

Services provided by our Family Office include, but are not limited to:

Family leadership and business education, training, and counsel

Family governance

Family member financial education

Personal CFO services

Document management and organization

Recordkeeping

Advisory, tax, accounting, and financial reporting services

Estate and gift planning and compliance

Individual, fiduciary, corporate, and partnership tax compliance

Charitable planning

Business formation, growth, and exit strategies

Closely-held business succession planning

Valuation services for business purchases, sales, and estate planning

Insurance strategies

Access to and assistance with private banking and trust services

Private equity advisory services

Business aviation matters

Liaison to legal, investment, insurance, and other advisors to ensure that financial issues are adequately addressed